CGMM · Insider trading · 13F holders · Congress trades
Capital Group Equity ETF Tr (CGMM)
Who is buying and selling CGMM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 36
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGMM at a glance
- No open-market insider purchases or sales of CGMM were filed in the last 90 days.
- 36 13F filers hold CGMM among their 50 largest positions, worth $256.8M combined. The biggest bets by portfolio weight are Presper Financial Architects, LLC (11.0%), Ergawealth Advisors, Inc. (10.0%) and Main Line Retirement Advisors, LLC (7.2%). In their latest 13Fs, 1 manager opened a new position and 15 added to one.
- No member of Congress has disclosed a trade in CGMM.
CGMM insider trading
No open-market insider purchases or sales of CGMM were filed in the last 90 days.
Who owns CGMM? Hedge funds and superinvestors
36 13F filers hold CGMM among their 50 largest positions, worth $256.8M combined. The biggest bets by portfolio weight are Presper Financial Architects, LLC (11.0%), Ergawealth Advisors, Inc. (10.0%) and Main Line Retirement Advisors, LLC (7.2%). In their latest 13Fs, 1 manager opened a new position and 15 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 0.4% | $31.5M | 955,714 | +29.4% shares | Q2 2026 |
| Ergawealth Advisors, Inc.Wealth manager | 10.0% | $25.4M | 821,971 | +0.8% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 0.5% | $24.5M | 744,539 | -30.9% shares | Q2 2026 |
| Presper Financial Architects, LLCWealth manager | 11.0% | $21.2M | 641,960 | +0.0% shares | Q2 2026 |
| Main Line Retirement Advisors, LLCWealth manager | 7.2% | $16.4M | 528,417 | +3.4% shares | Q3 2026 |
| Compton Financial Group, LLCWealth manager | 2.9% | $15.1M | 457,700 | +133.5% shares | Q2 2026 |
| Strategic Blueprint, LLCWealth manager | 0.7% | $14.6M | 471,922 | +2.9% shares | Q3 2026 |
| Aprio Wealth Management, LLCWealth manager | 0.6% | $14.0M | 451,948 | — | Q3 2026 |
| Souders Financial AdvisorsWealth manager | 1.0% | $10.1M | 305,649 | +6.3% shares | Q2 2026 |
| Coign Capital Advisors LLCWealth manager | 4.3% | $9.5M | 286,923 | +3.1% shares | Q2 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 1.8% | $9.3M | 281,626 | +24.7% shares | Q2 2026 |
| Royal Harbor Partners, LLCWealth manager | 1.7% | $5.6M | 179,842 | +2.2% shares | Q3 2026 |
| Laurel Wealth Planning LLCWealth manager | 2.1% | $4.6M | 140,924 | +15.7% shares | Q2 2026 |
| StoneCrest Wealth Management, Inc.Wealth manager | 1.5% | $4.6M | 139,716 | +0.0% shares | Q2 2026 |
| Smith Thornton Advisors LLCInstitutional asset manager | 2.0% | $4.6M | 148,752 | +2.6% shares | Q3 2026 |
| NavPoint Financial, Inc.Wealth manager | 1.5% | $4.4M | 141,240 | +11.1% shares | Q3 2026 |
| Wealth Science Advisors LLCWealth manager | 1.8% | $4.3M | 137,874 | +6.0% shares | Q3 2026 |
| National Wealth Management Group, LLCWealth manager | 1.2% | $4.0M | 130,145 | -27.6% shares | Q3 2026 |
| BNB Wealth Management, LLCWealth manager | 2.1% | $3.9M | 126,034 | -3.5% shares | Q3 2026 |
| Boyer Financial Services, Inc.Wealth manager | 2.5% | $3.2M | 101,840 | +3.9% shares | Q3 2026 |
| A&i Financial Services, LLCWealth manager | 1.2% | $2.9M | 92,200 | +10.4% shares | Q3 2026 |
| Entruity Wealth, LLCWealth manager | 1.7% | $2.7M | 80,520 | -1.2% shares | Q2 2026 |
| Hopwood Nicholas HunterInvestment manager | 0.7% | $2.5M | 74,531 | +4.2% shares | Q2 2026 |
| Latitude Advisors, LLCWealth manager | 0.6% | $1.9M | 62,942 | +51.8% shares | Q3 2026 |
| Beta Wealth Group, Inc.Wealth manager | 0.7% | $1.9M | 58,683 | +0.0% shares | Q2 2026 |
| Wise Wealth PartnersWealth manager | 3.3% | $1.8M | 59,036 | -2.2% shares | Q3 2026 |
| Michael Brady & Co., LLCWealth manager | 1.5% | $1.6M | 52,436 | +16.1% shares | Q3 2026 |
| Frazier Financial Advisors, LLCWealth manager | 0.8% | $1.6M | 47,081 | +64.7% shares | Q2 2026 |
| R2 Capital Strategies, LLCWealth manager | 0.6% | $1.5M | 48,586 | -0.1% shares | Q3 2026 |
| Trademark Financial Management, LLCWealth manager | 0.6% | $1.4M | 45,174 | +11.8% shares | Q3 2026 |
The 30 largest of 36 positions, by value. Each manager counts with its latest 13F (Q3 2026: 19, Q2 2026: 17). Screen CGMM in the grand portfolio →
CGMM stock trades by members of Congress
No member of Congress has disclosed a trade in CGMM.
CGMM questions and answers
Are insiders buying CGMM stock?
No open-market insider purchases or sales of CGMM were filed in the last 90 days.
Which hedge funds own CGMM?
36 13F filers hold CGMM among their 50 largest positions, worth $256.8M combined. The biggest bets by portfolio weight are Presper Financial Architects, LLC (11.0%), Ergawealth Advisors, Inc. (10.0%) and Main Line Retirement Advisors, LLC (7.2%). In their latest 13Fs, 1 manager opened a new position and 15 added to one.
Has Congress traded CGMM?
No member of Congress has disclosed a trade in CGMM.
Who is the largest holder of CGMM?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGMM position, $31.5M (955,714 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Presper Financial Architects, LLC's: 11.0% of its portfolio.
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